TAL Education Group (TAL)
NYSE:TAL
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.07Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial picture: strong revenue growth, a clear profitability turnaround (material non-GAAP and GAAP net income improvement), expanding gross profit and margin gains, improving operating efficiency (notably S&M as a percent of revenue), continued product innovation (new device launch, AI features, frequent OS upgrades), and a solid balance sheet with sizeable short-term investments and deferred revenue. Offsetting these positives are meaningful short-term cash outflows from operations, expected moderation of growth as the company scales, input-cost pressures in the device business, one-time nature of some other income, and a competitive device market. On balance, the highlights outweigh the lowlights given the sizable turnaround to profitability, margin improvement, and clear strategic progress.Company Guidance
Strong Top-Line Growth
Net revenues of $802.4 million (RMB 5.59 billion) in Q4, up 31.5% year-over-year in USD and 25.8% in RMB.
Material Profitability Turnaround
Reported net income attributable to TAL of $244.8 million in Q4 (vs. net loss of $7.3 million prior year). Non-GAAP net income attributable to TAL was $254.5 million (vs. $7.0 million prior year). Non-GAAP income from operations reported at $82.2 million.
Gross Profit and Margin Expansion
Gross profit increased 34.5% to $427.2 million. Gross margin expanded to 53.2% from 52.0% year-over-year (≈ +1.2 percentage points).
Improved Operating Efficiency (S&M and G&A Leverage)
Selling & marketing expenses rose modestly by 1.4% to $220.9 million, while non-GAAP S&M as a percentage of revenues fell from 35.1% to 27.2% (~ -7.9 ppt). Non-GAAP G&A as a percentage of revenues decreased from 17.4% to 15.8% (~ -1.6 ppt). Total share‑based compensation expenses decreased ~31.9% year-over-year.
Balance Sheet and Liquidity
Cash & cash equivalents of $523.0 million, $1.0 billion in short-term investments, and $260.0 million in restricted cash as of 02/28/2026. Deferred revenue balance of $882.2 million.
Offline Peiyou Operational Strength
Peiyou small-class retention remained generally stable around ~80% during fiscal 2026. Network expansion continued in a disciplined manner—entered five new cities during the year and now covers over 40 cities.
Learning Device Growth and Engagement
Learning device business delivered year-over-year revenue growth and increased sales volume in the quarter. Key engagement metrics: ~80% weekly active users and average daily device usage of about one hour. Launched X5 Ultra Classic (March 2026) with enriched content and upgraded AI capabilities.
Product and AI Investment Momentum
Focused AI application strategy and product development: ~19 major OS upgrades and ~300 new features delivered over the last fiscal year, plus AI-enabled content and tooling (e.g., AI ThinkE 101).
Share Repurchase Authorization
Board authorized a share repurchase program up to $600 million; the company repurchased ~101,371 shares for ~$3.3 million between 01/29/2026 and 04/22/2026.
TAL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TAL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $12.03 | $10.91 | -9.31% |
Jan 29, 2026 | $12.70 | $12.70 | 0.00% |
Oct 30, 2025 | $12.03 | $12.91 | +7.32% |
Jul 31, 2025 | $10.09 | $10.94 | +8.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TAL Education Group (TAL) report earnings?
TAL Education Group (TAL) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is TAL Education Group (TAL) earnings time?
TAL Education Group (TAL) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TAL EPS forecast?
TAL EPS forecast for the fiscal quarter 2027 (Q1) is 0.12.
